Union Bancaire Privee’s Coda Octopus Group CODA Stock Holding History

Union Bancaire Privee’s Portfolio CODA Stock Details CODA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6	Closed	-$44	–	496
2025 Q4	$44	Hold	6	–	–	﹤0.01%	490
2025 Q3	$38	Hold	6	–	–	﹤0.01%	479
2025 Q2	$39	Buy	6 +4	+200%	+$27	﹤0.01%	492
2025 Q1	$11	Hold	2	–	–	﹤0.01%	506
2024 Q4	$14	Buy	+2	New	+$17	﹤0.01%	570

Other funds holding CODA

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

ACM

Archon Capital Management Seattle, Washington $177M AUM 108.05% 1-Year Est. Return

RRA

Round Rock Advisors Wilton, Connecticut $654M AUM 22.95% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Union Bancaire Privee's CODA Position: Q1 2026 in Review

Union Bancaire Privee sold out of Coda Octopus Group (CODA) in Q1 2026, closing a stake of 6 shares — an estimated $44 sold.

Union Bancaire Privee first reported a position in CODA in Q4 2024 and held it in 5 quarters. The position peaked at $44 in Q4 2025. 65 funds tracked by Wall St. Rank hold CODA as of Q1 2026.

Union Bancaire Privee reported no remaining Coda Octopus Group position as of Q1 2026 after selling out during the quarter.
Union Bancaire Privee sold 6 Coda Octopus Group shares in Q1 2026, an estimated $44.
Union Bancaire Privee first reported a position in Coda Octopus Group in Q4 2024 and held it in 5 quarters.
Union Bancaire Privee's Coda Octopus Group position peaked at $44 in Q4 2025.
65 funds tracked by Wall St. Rank held Coda Octopus Group as of Q1 2026.

Based on Union Bancaire Privee's 13F filing for Q1 2026, filed 22 Apr 2026.